Skip to main content
Live Webcast Replay

K2's 2024 The ABCs of Automation With Microsoft's Power Platform


Total Credits: 2 including 2 Information Technology

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Technology
Speaker:
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
Basic
Duration:
2 Hours
License:
Never expires.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Microsoft’s Power Platform – incorporated into many Microsoft 365 subscriptions – offers tools to automate common business processes. Learn how to take advantage of the Power Platform in this session.

Basic Course Information

Learning Objectives
  • Identify the major steps in automating business processes
  • Identify two rudimentary process automation applications in Microsoft 365 and explain how the use cases for these applications differ from those for Power Platform
  • List the applications which make up the Power Platform
  • From a list, identify significant differences in expected use cases and user bases for Microsoft Forms in Microsoft 365 and Microsoft Power Automate/Power Apps in the Power Platform
  • Identify the Power Platform components used to solve common problems when creating process automation solutions

Major Subjects
  • Overview of the Power Platform and its components
  • Review examples of business processes that may benefit the most from using automation
  • Discussion and demonstration of its low-code/no-code app development environment

Handouts

Speaker

Brian F. Tankersley, CPA.CITP, CGMA's Profile

Brian F. Tankersley, CPA.CITP, CGMA Related Seminars and Products

Director, Strategic Relationships

K2 Enterprises, LLC


Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com).  Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.  Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.  He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA).  He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.


Dates

Thu, Jun 06, 2024 - 07:00pm to 08:40pm EDT
Fri, Jun 14, 2024 - 02:00pm to 03:40pm EDT
Sat, Jun 22, 2024 - 04:00pm to 05:40pm EDT
Fri, Jul 12, 2024 - 10:00am to 11:40am EDT
Thu, Jul 25, 2024 - 12:00pm to 01:40pm EDT
Mon, Aug 12, 2024 - 02:00pm to 03:40pm EDT
Thu, Aug 29, 2024 - 04:00pm to 05:40pm EDT
Tue, Sep 10, 2024 - 07:00pm to 08:40pm EDT
Mon, Sep 30, 2024 - 12:00pm to 01:40pm EDT
Wed, Oct 02, 2024 - 02:00pm to 03:40pm EDT
Tue, Oct 29, 2024 - 04:00pm to 05:40pm EDT
Tue, Nov 05, 2024 - 07:00pm to 08:40pm EST
Wed, Nov 20, 2024 - 12:00pm to 01:40pm EST
Mon, Dec 09, 2024 - 02:00pm to 03:40pm EST
Fri, Dec 20, 2024 - 04:00pm to 05:40pm EST
Mon, Dec 30, 2024 - 10:00am to 11:40am EST
Sat, Jan 04, 2025 - 12:00pm to 01:40pm EST
Thu, Jan 23, 2025 - 02:00pm to 03:40pm EST
Wed, Feb 12, 2025 - 04:00pm to 05:40pm EST
Fri, Feb 21, 2025 - 10:00am to 11:40am EST
Sat, Mar 08, 2025 - 12:00pm to 01:40pm EST
Fri, Mar 28, 2025 - 02:00pm to 03:40pm EDT
Thu, Apr 10, 2025 - 07:00pm to 08:40pm EDT
Fri, Apr 25, 2025 - 10:00am to 11:40am EDT
Tue, May 06, 2025 - 12:00pm to 01:40pm EDT
Sat, May 17, 2025 - 02:00pm to 03:40pm EDT

Additional Info

Basic Course Information

Prerequisites Fundamental knowledge of business-related technology
Advanced Preparation None
Designed For

Accounting and financial professionals seeking to automate workflows in their organizations

 


Original Recording Date

05/01/2024

 


Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 02/02/2024

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews